AVEDX – Fund Analysis – Ave Maria Rising Dividend | Morningstar

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Will AVEDX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AVEDX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the AVEDX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of AVEDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Its restrictions make it stand out—not always for the better.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Ave Maria Rising Dividend's religious principles are fine for some investors but limit the strategy's broader appeal. Its Process rating is downgraded to Below Average from Average, and its People rating remains Average.

by Tony Thomas

Rated on Apr 25, 2026 Published on Apr 25, 2026

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